Market Sizing

Demo

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---
name: Market Sizing
description: Build a credible TAM/SAM/SOM with bottom-up and top-down triangulation.
---

# Market Sizing

A market size number is only useful if it is defensible. Investors have seen a
thousand "100B TAM" slides and discount all of them. This skill builds a number
you can defend under questioning by showing your work.

## The Three Layers

- **TAM (Total Addressable Market)**: total spend if everyone who could buy,
  did, at your price. The ceiling.
- **SAM (Serviceable Addressable Market)**: the slice you can actually reach
  given product, geography, and segment.
- **SOM (Serviceable Obtainable Market)**: what you can realistically win in
  3-5 years given competition and execution. The number that matters for
  planning.

## Build Bottom-Up First

Bottom-up is the credible method; build it before you ever cite a top-down
analyst report.… install to load the full skill